To The Moon

$Qualcomm(QCOM)$ is no longer just a phone chip company. It’s becoming one of the biggest long-term AI + edge computing plays. • FY2025 non-GAAP EPS: $12.03 (+18% YoY) • Q1 FY2026 EPS: $3.50 record quarter • Automotive revenue now over $1B+ per quarter • IoT revenue growing double digits • Expanding into AI PCs, robotics, automotive, and data centers • Massive buybacks + strong cash flow The real story: diversification. QCOM is shifting from “smartphone dependent” → to powering AI on EVERY device around you. Cars. AI laptops. Smart glasses. Robotics. Industrial AI. Edge computing. And unlike many AI names… QCOM is already massively profitable. Long-term, this can become one of the most overlooked AI compounders in semis. 🚀 Some supporting stats: F

The AI supercycle is 15 years long! This is only year 3. Invest in these companies and you're a millionaire in less than 10 years. This is AI infrastructure value chain (every key player) Remember, data centers are the factories of the AI economy. ⚡ POWER & ENERGY $NextEra(NEE)$ — Largest US renewable utility, powering data center scale $Vistra Energy Corp.(VST)$ — Nuclear + gas fleet; the always-on AI power play $Constellation Energy Corp(CEG)$ — America's top nuclear op; clean baseload for hyperscalers $GE Vernova Inc.(GEV)$ — Builds turbines + grid gear for the AI buildout $Duke(D

In 1 year, $SanDisk Corp.(SNDK)$ spiked from $27 to $1400+ for 5200%. Memory is the bottleneck of AI right now, but soon it will be photonics and energy. Here's 4 other bottlenecks of AI that is undervalued: 🔵 $POET Technologies Inc(POET)$ — Optical Interconnects Light replaces copper inside AI clusters. Marvell order live, 30k+ engines shipping in 2026. Target: $40 🔵 $Lightwave Logic, Inc.(LWLG)$ — Polymer Photonics Their Perkinamine tech outperforms silicon at moving data between chips. Stage 3 commercialization just started. Target: $42 🔵 $Cipher Mining Inc.(CIFR)$ — AI Power Infrastructure $9.3B in contracted leases

10 years ago, $Advanced Micro Devices(AMD)$ was trading at $2 and up 21500% now. AMD was losing money, but their technology was powerful. 20 stocks with same set-up as AMD (price target 1 year from now): 1. $SUPER MICRO COMPUTER INC(SMCI)$ (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70 2. $APPLIED DIGITAL CORP(APLD)$ (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120 3. $Viavi Solutions(VIAV)$ (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200 4. $SoundHound A

$SPDR S&P 500 ETF Trust(SPY)$ GEX ANALYSIS: Spot: 721.26 Total Net GEX: +5.49B → Strong Positive Gamma STRUCTURE & READ Market is in heavy positive gamma, meaning: Dealers are actively suppressing volatility Expect controlled, slower moves and mean reversion Major gamma concentration sits at 720–723 → strong pinning zone. Above 723, gamma remains elevated → supports grind higher but limits explosiveness. KEY LEVELS 723–726 → Resistance / Grind Zone Break and hold → slow continuation higher 720–721 → Major Pivot (Magnet) Price likely to stay pinned around this zone 717–718 → Support First downside reaction area 712–715 → Breakdown Zone Lose this → volatility expands and structure weakens POSITIONING INSIGHT High positive gamma → dealers hedg

$Alphabet(GOOG)$ invested in to make $200B so far: 1. SPACEX → ~$1.25T–$2T Satellite internet + launch dominance, controls global infrastructure 2. Anthropic → ~$350B–$1T+ Frontline AI models powering enterprise + next-gen intelligence stack 3. Databricks → ~$134B AI + data backbone enabling enterprises to train and deploy models 4. Stripe → ~$150B+ Global payments infrastructure powering internet commerce and financial rails 5. Epic Games → ~$30B+ (est.) Owns Unreal Engine, building metaverse + real-time 3D ecosystems 6. $AST SpaceMobile, Inc.(ASTS)$ → ~$5B–$10B (est.) Space-based cellular network connecting phones directly via satellites 7. Planet Labs → ~$2B–$4B (est.) Earth data + geospatial intellige

$SPDR S&P 500 ETF Trust(SPY)$ GAMMA analysis for April 30: Spot Price: 715.33 Total Net GEX: +3.91B (POSITIVE GAMMA) This is a major shift in regime compared to earlier sessions. The market has transitioned from negative gamma (volatile, unstable) into positive gamma, which typically results in more controlled, range-bound price action. MARKET STRUCTURE The GEX profile is now heavily concentrated above and around current price, especially near: 715 (largest concentration) 716–720 (stacked positive gamma above) 710–712 (support band below) This tells you that dealers are now long gamma, which changes how the market behaves. WHAT POSITIVE GAMMA MEANS When dealers are long gamma: They sell into strength (caps upside) They buy into weakness (suppor

$SPDR S&P 500 ETF Trust(SPY)$ at 711.6 heavy negative gamma, unstable structure, downside pressure building Gamma Structure (Big Picture) Total Net GEX: –6.52B → deeply negative gamma Dealers are short gamma → forced to chase price This amplifies moves in both directions, but with current positioning → downside moves accelerate faster Translation: volatile, trend-prone environment no more pinning Primary Control / Pivot: 712 Large negative cluster at 712 (–1.2B) This level has flipped into a rejection zone / pivot Price below = dealers hedge short → push lower Price above = temporary stability, but weak Upside Structure (Resistance Ladder) 712: immediate resistance / pivot 715: next resistance (call supply rebuilding) 720: major call wall / ups

In 2 years, $Lumentum(LITE)$ ripped from $50 to $900 up 1800% But, LITE was losing $100,000,000+ per quarter (see financials) Here's 3 stocks with the exact same set-up to make 1000%-2000% in less than 2 years: 1. $AXT Inc(AXTI)$ (AXT Inc.)→ Makes the indium phosphide (InP) wafers that every AI laser runs on. Record $60M backlog. Plans to double capacity by end of 2026. → Still losing money. Revenue dipped in 2025. Market hasn't priced the inflection yet. Stock already up 5,000%+ past year but was at pennies. 2. $Lightwave Logic, Inc.(LWLG)$ (Lightwave Logic)→ Pre-revenue. $237K in sales. $20M net loss. Sounds terrible that's the point. → 4 Fortune 500 companies

The most important week of 2026 for $SPDR S&P 500 ETF Trust(SPY)$ : SPY is setting up for a continuation move higher toward 720, with a stretch to 730 if momentum sustains. The market has already absorbed a lot of uncertaintyrates, inflation noise, US-IRAN war and is now shifting focus back to what actually drives price: earnings, liquidity, and positioning. Here’s the setup: 1. Earnings Strength (Mega Caps Leading) AI-driven revenue growth continues to beat expectations. Margins expanding despite macro headwinds Strong guidance reinforcing forward demand 2. Dovish Fed Expectations Rates likely unchanged → no new pressure on equities Inflation elevated but stabilizing → allows patience Market pricing in eventual easing cycle 3. Strong Money Inf